Thought Leader Systems has been an official Microsoft partner for many years and offers you everything from a single source: whether it is consulting, the design and implementation of complex CRM projects, system integration, business support, the optimization of systems, or the training of your employees.
How to achieve success with Dynamics 365 Sales
What is Dynamics 365 Sales?
With Dynamics 365 Sales, often called Microsoft CRM, you keep track of your accounts and contacts, manage your sales from lead to order, and create sales documents. In addition, Microsoft's CRM system allows you to create marketing lists and campaigns and even track service cases associated with specific accounts or opportunities.
Dynamics 365 Sales is available in different versions:
- Dynamics 365 Sales Professional: This version provides you with core sales force automation and Microsoft 365 integration features.
- Dynamics 365 Sales Enterprise: Access industry-leading sales force automation with contextual insights and advanced customization features.
- Dynamics 365 Sales Premium: This package combines Dynamics 365 Sales Enterprise with pre-defined, customizable intelligence solutions for your salespeople and managers.
- Microsoft Relationship Sales: This version includes Dynamics 365 Sales Enterprise and LinkedIn Sales Navigator Enterprise (minimum 10 seats required).
- Dynamics 365 Sales Insights: The tool continuously analyses customer interaction data stored in your sales and sales databases.
- Dynamics 365 Field Service: The application combines workflow automation, planning algorithms, and mobility to ensure the success of your field service workforce.
Dynamics 365 Sales: Management approach and software solution
Unfortunately, implementing Microsoft Dynamics CRM in your company is not everything. Because customer relationship management means much more than the mere introduction of a CRM system. Dynamics 365 Sales merely provides your employees with support in their daily work and can provide suggestions for action for optimal customer management. Whether the thinking of your employees is customer-friendly, your processes are optimally aligned to the customer and customer orientation is also "lived" in your company - Microsoft Dynamics 365 Sales does not answer these questions for you.
It is important to be clear in advance about what you want to achieve with your customer relationship management. So before you start looking for a software solution, you should know your requirements and which areas the CRM system should support. Because in general, the solution should always be adapted to your requirements and not the other way round! If you are unsure, it is worth to look for independent consultants such as Thought Leader Systems to help you choose the right solution for your needs.
Get expert advice on Microsoft CRM
Thought Leader Systems supports you in your digital change processes in sales marketing and service and of course in all matters concerning the implementation of Dynamics 365 Sales. Together we unlock your full market potential and continuously increase the success of your company. To achieve this, we help you with
- the development of your CRM vision and CRM strategy
- the creation of your specifications & a roadmap
- selection of a CRM system suitable for you, such as Microsoft Dynamics CRM, and a software package suitable for you.
- implementation of the CRM system
- the combination with other tools (tech stack) to realize the full potential of the CRM solution
- the definition of key performance indicators (KPIs)
- continuous alignment and optimization of existing customer management processes
Together with us, discover the full potential of Microsoft Dynamics CRM and save valuable time and costs in your company!
Contact Your Expert
Free Consultation
Do you have questions about Dynamics 365 Sales? Contact our Microsoft Dynamics CRM experts.
Request a free consultation now!Dynamics 365 Sales - Implementation and Integration
Thought Leader Systems is an official Microsoft partner and has years of experience in implementing complex CRM projects. Our competent experts help you both with the selection of the right CRM system and the functionalities that are important to you, as well as with the implementation of the CRM software and the integration into your existing IT landscape.
What Dynamics 365 Sales offers?
Setting Up Online Sales
Interact with customers via Dynamics 365 Sales and operate with AI support.
Better Sales Performance
Make decisions based on real-time data and trends.
Building Relationships
Improve your relationships with data from different sources.
Boost Sales Productivity
Reduce costs by aligning sales and marketing.
Seamlessly Integrable Tools
Aligned tools enable intelligent automation.
Optimization of Sales
Provision of integrated multi-channel tools such as softphone dialers and email templates.
Get the most out of your Dynamics 365 integration
In 2016, Microsoft decided to unite its previous solutions, such as CRM and ERP, in cloud-based business software - Microsoft Dynamics 365. However, not in one application, but in a platform that is composed of different apps for different business areas: sales, marketing, service, finance, operations, commerce, and HR.
These apps, which are tailored to different areas, can be used individually, but can also be used as an individual complete solution that can map the entire business cycle without any media breaks. There is no obligation to use all or a certain number of apps simultaneously. Each of these apps can be enhanced with providers of other solutions to more closely match specific business or industry needs.
Thought Leader Systems not only helps you seamlessly connect the Microsoft Dynamics 365 components but also interfaces with other systems as needed to help Dynamics 365 Sales reach its full potential. Many software applications can be easily linked to Dynamics 365 Sales like
- ERP system, your company receives information on sales history, shipping orders, project orders, and other areas.
- Marketing Automation: By linking Microsoft Dynamics 365 CRM with one of your marketing automation systems, you can build a holistic customer experience.
- E-commerce: Link all customer information and interactions across channels to get a 360-degree view of the customer.
Dynamics 365 Sales – Training and Empowerment
Thought Leader Systems offers beginners and advanced Dynamics 365 Sales users the opportunity to dive deeply and sustainably into the functionalities of the CRM system. In our individually tailored training, participants learn - in addition to the functionality of various technical features - how the individual components are technically configured and how they can be used in practice. The training of our experts is always close to practice.
Target group: Microsoft Dynamics users; sales, marketing, and service managers; employees from the areas of marketing, sales, and service.
Advantages:
- Participants get to know the functions of Microsoft Dynamics CRM
- Examples from practice show the direct benefit of the individual features
- The participants can use the full potential of Dynamics 365 Sales
- Employees gain confidence in using the functions
- The training is always practical and results-oriented
- Dynamics 365 Sales can be used much more effectively as a CRM system
Successful customer management with Dynamics 365 Sales
Thought Leader Systems not only focuses on the implementation of Dynamics 365 Sales, but also on your individual business model, your market, your goals, and target groups. We will help you with all your problems and challenges - whether it is, for example, the development of a CRM strategy, the selection of a CRM system, its introduction, or the further development of your concept. When it comes to Customer Relationship Management, you can rely on our holistic support. Among other things, we help you to:
- develop a concept to improve your customer communication
- bring your database up to scratch, unify it and realize its full potential
- automate your sales, marketing, and service strategy
- segment your customers to address them in a personalized and individual way
- generate more leads and develop them into loyal customers
- set up an efficient lead scoring system and better evaluate leads
- convince your employees of CRM and bring them closer to Dynamics 365 Sales
Let us help you create lasting and sustainable customer relationships. Simply rely on our many years of Dynamics 365 Sales experience.
Get a Free Consultation
Do you have questions about Dynamics 365 Sales? Contact our experts.
Dynamics 365 Sales – Operations Support for your Day-to-day Business
Introducing a CRM system like Dynamics 365 Sales is just one of the many challenges that companies face over time. Help is provided by a flexible and reliable agency partner who adapts quickly and flexibly to your growing and changing tasks in sales, marketing, service, management, and communication. For example, it may be necessary to technologically network all customer-relevant departments or to connect an ERP system across departments. As a service agency, Thought Leader Systems supports you with your individual challenges. Our support is always based on your personal needs.
Your long-term agency partner
Thought Leader Systems works as your permanent service partner in the "running business".
We want to understand your challenges in order to move your brand, your teams, and processes, your goals and desires forward. We achieve this by working quickly and proactively, efficiently, and routinely. This results in professional measures for more growth and customer proximity.
Flexible support for your marketing and sales projects
Team capacities in marketing, sales, or communication are usually only geared towards ongoing business.
That's why we support your teams as an external partner to cushion seasonal peaks in annual business and to successfully manage newly added major projects (e.g. campaigns, events) or change projects. With additional staff capacities and with our project management specialists.
Your professional partner on site
Thought Leader Systems also works on-site with clients' teams. When it matters, we will provide your interim management (e.g. for projects or cases of illness).
When our specialists are integrated on-site with you, we usually achieve an even higher joint impact, motivation, and performance of the entire team - through more efficient coordination and faster reaction times.
Together with your team, we are responsible "on-site" for the success of large projects and milestones and support with manpower and know-how.
Dynamics 365 Sales Health-Check and Optimization
Enhancements, staffing, and process changes, and the constant influx of data can all impact the performance of Dynamics 365 Sales. The Microsoft Dynamics 365 Health Check from Thought Leader Systems provides you with a comprehensive profitability check of your CRM system. We take a close look at whether the technical integration of the CRM system still offers potential for optimization or whether the connection of your other systems is working smoothly.
We check much more than the CRM system. We also talk to the key users from sales, marketing and service: How is the tool accepted? Where is there potential for improvement in the handling? Which functionalities would perhaps still be advantageous? You benefit from our many years of experience with Microsoft Dynamics. We know what is possible.
The Dynamics 365 Sales Health Check enables you to make immediate improvements in your performance and shows where there is still hidden potential. This creates a "roadmap" for a functional and powerful CRM system that enables your company to reach new heights in customer management.
Would you like an overview of your performance and the optimization possibilities of your tools and processes? Contact our experts. We will be happy to help you.